71 West Capital Partners

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
313
Total value ($000)
$2,273,634
Net value change ($000)
+98,971 (4.6%)
New positions
59
Sold out positions
5
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWD 30,084 12.5%
VTV 11,898 7.7%
IEFA 9,409 28.4%
GOOGL 6,418 56.0%
ASML 5,920 34.3%
SPY 5,689 17.9%
TSM 5,403 17.5%
GOOGL 5,151 15.2%
NFLX 4,296 244.0%
EFA 4,120 17.6%
Top Reduces (Value $000, Stocks/ETFs)
IWF -10,009 -2.6%
WDAY -6,532 -93.5%
VUG -6,150 -5.5%
TTD -4,798 -89.9%
MSFT -4,787 -16.4%
SPGI -2,783 -13.5%
ADP -2,749 -14.6%
BAC -2,398 -7.7%
UNH -2,231 -14.6%
NOW -2,168 -23.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type